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Fidelity National Information Services
FIS

Overview Fund Activity

1,011 hedge funds and large institutions have $39.4B invested in Fidelity National Information Services in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 326 increasing their positions, 414 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+30
Holders Change %
+3.06%
% of All Funds
14.7%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.36%
New
119
Increased
326
Reduced
414
Closed
73
Calls
$265M
Puts
$132M
Net Calls
+$133M
Net Calls Change
-$34.3M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.11B
2
Boston Partners
Boston Partners
Massachusetts
+$471M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$414M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$266M
5
Citadel Advisors
Citadel Advisors
Florida
+$152M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$478M
2
BlackRock
BlackRock
New York
-$377M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$308M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$225M
5
Fidelity International
Fidelity International
Bermuda
-$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
MNBTD
601
Moody National Bank Trust Division
Texas
$536K +$12.7K +169 +2%
CRI
602
Commonwealth Retirement Investments
Virginia
$536K -$1.24M -16,490 -70%
IB
603
Intrust Bank
Kansas
$535K -$11K -146 -2%
TAM
604
Trust Asset Management
Texas
$529K – – –
IAA
605
Independent Advisor Alliance
North Carolina
$521K -$38.7K -514 -7%
VFA
606
Voya Financial Advisors
Connecticut
$521K +$39.8K +533 +8%
TIAA Trust, National Association
607
TIAA Trust, National Association
North Carolina
$519K -$39.6K -526 -7%
CAS
608
CTC Alternative Strategies
Illinois
$512K +$512K +6,796 New
OWA
609
One Wealth Advisors
California
$512K +$512K +6,598 New
KFGK
610
Keystone Financial Group (Kentucky)
Kentucky
$512K +$11.9K +158 +2%
JFGIW
611
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$512K +$148K +1,966 +41%
BC
612
Burney Company
Virginia
$510K -$24.6K -326 -5%
NP
613
NorthRock Partners
Minnesota
$506K -$6.56K -87 -1%
AWS
614
Atria Wealth Solutions
New York
$504K +$38.6K +512 +8%
BCP
615
Blackhawk Capital Partners
Wisconsin
$503K -$139K -1,845 -22%
LSAG
616
Lake Street Advisors Group
New Hampshire
$503K +$34.7K +461 +7%
LC
617
Landaas & Company
Wisconsin
$500K – – –
SW
618
SVB Wealth
Massachusetts
$494K -$32K -424 -6%
FPWM
619
FSB Premier Wealth Management
Iowa
$492K +$59K +783 +14%
JF
620
Jump Financial
Illinois
$489K +$126K +1,671 +35%
CC
621
Capital Counsel
New York
$488K – – –
LC
622
Lindbrook Capital
California
$488K -$243K -3,226 -33%
MIP
623
Marietta Investment Partners
Wisconsin
$469K – – –
EFL
624
ERn Financial LLC
Wisconsin
$464K +$452 +6 +0.1%
CWM
625
Congress Wealth Management
Massachusetts
$462K -$603 -8 -0.1%
23 24
25
26 27